Our public accounting firm is looking to upgrade our practice management software. I wanted to reach out to see what other firms are using that are recommended.
Thanks
As part of your discussion about how to integrate remote work into the firm's policies, have you asked your staff for feedback? How many of the answers surprised you?
Now that many organizations are finding their equilibrium, it’s time to move away from in-the-moment thinking and focus on short-term and strategic-level planning. Rather than wait to find out what the next normal will look like, future-facing firms are taking control and creating their own “next normal.”
Read full post here.
When we say "kill the meetings" we mean it - the average executive sits in 60 hours of unproductive meetings every month. But how do you figure out which meetings are no longer serving their purpose?
In this installment of our ongoing increasing capacity series, we walk you through five questions to determine the productiveness of every meeting on your calendar - and how to cancel, or repurpose, those meetings that don't make the cut.
What would you do with 30 minutes back every day?
Join us virtually at these industry events in June. We look forward to meeting you there!
You're invited to join XCM and BDO Alliance for an exclusive virtual social hour that will feature the latest COVID-19 related challenges and insights from our esteemed panel of XCM and BDO Alliance leaders.
Coaches and mentors are in a unique position, offering support on business, career, and personal levels. Working from home is new for many, and can be disconcerting for those used to interacting face to face. This is the the perfect time to reach out and let those we coach know that they are not forgotten.
If you're not sure how to communicate with those you coach and mentor, XCM's recent blog post can help you, with six tips on how to successfully coach in a new situation.
Creating and maintaining momentum during an extended busy season is critical.
One way you can make the best use of staff time while waiting for client information is to consider scheduling training now that usually would happen later in the summer.
In the fourth installment of 2019 Tax Season in Data, Mark McAndrew discusses what the data is telling us - and what it isn't.
Read full post here.
